Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
All Templates
Gmail
Microsoft Excel
Google Docs
Retrieve data from Microsoft Excel at the specified date and time, convert it to PDF, and send it via Gmail.
This is a flow that retrieves data from Microsoft Excel at a specified date and time, converts it to PDF, and sends it via Gmail. This reduces the burden on the person in charge and prevents input errors and omissions, enabling highly accurate reporting in a unified format.
Google Sheets
Gmail
Retrieve data from Google Sheets at a specified date and time, generate text using AI, and send it out in bulk via Gmail.
The workflow involves retrieving data from Google Sheets at a specified date and time, generating text with AI, and sending it out in bulk via Gmail. This supports efficient email distribution by reducing manual tasks.
Gmail
kintone
Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.
This is a flow to retrieve customer information from kintone at a specified date and time and send a template email via Gmail. Automating information retrieval and email sending can prevent errors in recipients and forgotten sends. It also enables consistent quality communication with customers.
Gmail
Notion
Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.
At the specified date and time, customer information is retrieved from Notion, and a template email is sent via Gmail. By automating information retrieval and email sending, errors in recipient addresses and forgotten sends can be prevented. Additionally, consistent quality communication with customers is possible.
Notion
Microsoft Outlook
Retrieve customer information from Notion at a specified date and time and send regular emails via Outlook.
The workflow automatically retrieves customer information from Notion at specified times and regularly sends emails via Outlook. This streamlines customer follow-ups and ensures timely responses.
Microsoft Outlook
Microsoft Excel
Retrieve customer information from Microsoft Excel at a specified date and time and send regular emails using Outlook.
This is a business workflow that retrieves customer information from Microsoft Excel at a specified date and time and sends regular emails via Outlook. By utilizing Yoom, manual email management becomes unnecessary, enabling efficient communication.
Microsoft Excel
Google Forms
Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
The flow involves retrieving customer information from Microsoft Excel and automatically submitting it to Google Forms using RPA. By utilizing this flow, the need for manual data entry is eliminated, thereby improving work efficiency. The time saved can be used to advance other tasks, contributing to increased productivity.
Gmail
Google Sheets
Retrieve customer information from Google Sheets at the specified date and time, and send a template email via Gmail.
This is a flow where customer information is retrieved from Google Sheets at a specified date and time, and a template email is sent via Gmail. By automating information retrieval and email sending, you can prevent errors in recipients and missed sends. Additionally, consistent quality communication with customers is possible.
DeepL
Google Sheets
Google Docs
Microsoft OneDrive
Retrieve contract information from Google Sheets, translate it using DeepL, generate and send the contract, and save it to OneDrive.
Retrieve contract information from Google Sheets, translate it using DeepL, generate and send the contract, and save it to OneDrive. This automation reduces the working time of the person in charge and standardizes the contract management workflow.
Salesforce
Trello
Retrieve Salesforce records daily and bulk register them in Trello.
This is a business workflow that retrieves records from Salesforce daily and bulk registers them in Trello. It reduces manual entry and allows the team to easily share the latest sales status.
Notion
Google Docs
Retrieve Notion information in bulk every month and record it in Google Docs.
In this workflow, it is possible to batch retrieve information from Notion every month and record it in Google Docs. This automation eliminates the hassle of manually transferring data, supporting smooth monthly reporting and data analysis.
Perplexity AI
Notion
Request to create a new article in Notion, draft it in Perplexity, and reflect it in Notion.
In the workflow integrating Notion and Perplexity using Yoom, new article creation requests in Notion are drafted in Perplexity and then reflected back in Notion. This streamlines the initial stages of article creation and provides an environment for smooth content management.
DocuSign
Request signatures in DocuSign for responses from Google Forms
Business workflow to automatically send Google Form responses to DocuSign. By automatically sending Google Form response data to DocuSign, manual copy and paste tasks are no longer necessary.
Salesforce
Microsoft Outlook
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
This is a business workflow that automatically sends approval requests to Outlook when the opportunity status is updated in Salesforce. It reduces effort and errors, providing an environment where you can focus on sales activities.
Microsoft SharePoint
DocuSign
Request a DocuSign signature for a file uploaded to Microsoft SharePoint.
When you upload a file to Microsoft SharePoint, a signature request is automatically sent via DocuSign. Automation reduces human errors such as missing or misdirected signature requests.
Asana
Gmail
Report via Gmail when an Asana task is completed.
This is a business workflow that automatically sends a report email via Gmail when a task in Asana is completed. This helps reduce manual work, improve operational efficiency, and prevent human errors.
Dropbox
Gmail
Rename the files received in Gmail and store them in DropBox.
This is a flow to rename files received in Gmail and store them in Dropbox. You can extract specific items from the content of Gmail to rename the files, allowing you to manage them with a unified file name.
Dropbox
Google Forms
Rename the files received from Google Forms and store them in Dropbox.
This is a flow for renaming files received via Google Forms and storing them in Dropbox. By streamlining the manual renaming process and storage in Dropbox, file management within the team can be conducted smoothly.
Google Drive
Microsoft Outlook
Rename the file received in Outlook and store it in Google Drive.
In this flow, it is possible to rename the file names received in Outlook and automatically store them in Google Drive. In daily email management, it eliminates the hassle of manually changing file names and saving them in the appropriate folders, achieving efficient file management.
Dropbox
Microsoft Outlook
Rename the file received in Outlook and store it in DropBox.
This is a flow to rename files received in Outlook and store them in Dropbox. The file renaming can be set by extracting specific items from the body of the Outlook email, making the manual renaming process more efficient.
DeepL
ChatGPT
Regularly translate reports using DeepL, summarize them with ChatGPT, and post them on Slack.
This is a business workflow where regular reports are translated using DeepL, summarized with ChatGPT, and posted on Slack. This automates reporting tasks in multiple languages, enhancing information sharing efficiency and facilitating smoother communication.
Box
Google Sheets
Regularly sync the list of files in the Box folder to a Google Spreadsheet.
This is a business workflow that regularly syncs the list of files in a Box folder to a Google Spreadsheet. It reduces the hassle of file management and allows you to easily check the latest information.
ChatGPT
WordPress.org
Regularly summarize existing WordPress articles using ChatGPT and update them automatically.
The workflow of regularly summarizing and updating WordPress articles automatically with ChatGPT helps maintain content freshness while improving operational efficiency. Since it is automatically updated regularly, it allows you to consistently provide readers with new information.
Google Chat
Regularly send reminder notifications on Google Chat
In this flow, by utilizing Yoom to make regular posts on Google Chat, you can eliminate the hassle of manually setting notifications and automate information sharing with the entire team. This flow enables improved work efficiency and smoother communication.